In IrisOpenSpace, you can make the request again if the client has not signed or approved the document yet. The client portal does not have this functionality. The only solution is to cancel the previous request and resubmit the document. It is es...
The ability to go back to the job list when already in a job.
If I am in the jobs list and want to update the job status of a particular job, we click into the job and update the stages we want to update. However the back button does not take us back to the job list. It takes us to the client space. So we th...
Access to jobs from the work tab when in a client.
To pull up jobs outstanding I use the 'work' tab along the top and then click 'all jobs;. This is only available if I am not in a client. If I am in a client and click 'work' then all it shows me is 'your tasks'. 99% of the time I am using element...
Instead of manually updating the risk profile, can this get automatically updated whenever a risk assessment is done? For example if in 2021 the risk assessment came back as low then the risk profile would show as low, when the assessment is done ...
Guest
almost 2 years ago
in AML
1
Awaiting Prioritization
Retained Earning for Future Periods (where comparative period is already on Iris) to Automatically Update
The trrial balance for brought forward periods does not autotmatically pick up on historic assets, retained earnings, shares issued as brought forward figures.
Instead of copying and pasting or using the pre installed template, it would be so much easier and quicker if we could just upload existing documents into the policies and procedures section for practice compliance.
Jane Rigley
12 months ago
in AML
1
Awaiting Prioritization
Ability to have important notes on client dashboard
Some notes made on client records are more important than others and it would be useful if you could select important notes to appear on the client dashboard as not everyone will check the notes tab before doing some work on the client. Notes such...
Grant Middleton
over 1 year ago
in Practice Management
0
Awaiting Prioritization
1
Awaiting Prioritization
0
Awaiting Prioritization
